Vault-13

ISHARES TR IWB

RUS 1000 ETF · ETP · CUSIP 464287622

1,477 institutional holders -24 vs Q4 2025
97,484,58297.5m shares reported held*
$34.8bnreported value*
67 new 424 added 525 reduced 78 sold out net sold ≈ $1.2bn (-3.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($124.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $356.72. Options: 3 managers hold calls ($19.3m notional), 3 hold puts ($8.8m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,005Q4 22: 1,076Q1 23: 1,065Q2 23: 1,108Q3 23: 1,099Q4 23: 1,218Q1 24: 1,228Q2 24: 1,259Q3 24: 1,274Q4 24: 1,361Q1 25: 1,346Q2 25: 1,397Q3 25: 1,424Q4 25: 1,501Q1 26: 1,4771,477Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20221,005
Q4 20221,076
Q1 20231,065
Q2 20231,108
Q3 20231,099
Q4 20231,218
Q1 20241,228
Q2 20241,259
Q3 20241,274
Q4 20241,361
Q1 20251,346
Q2 20251,397
Q3 20251,424
Q4 20251,501
Q1 20261,477

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 24: 446 bought or addedQ2 24: 482 cut or sold outQ3 24: 448 bought or addedQ3 24: 487 cut or sold outQ3 24Q4 24: 467 bought or addedQ4 24: 471 cut or sold outQ1 25: 484 bought or addedQ1 25: 527 cut or sold outQ1 25Q2 25: 535 bought or addedQ2 25: 497 cut or sold outQ3 25: 462 bought or addedQ3 25: 538 cut or sold outQ3 25Q4 25: 485 bought or addedQ4 25: 559 cut or sold outQ1 26: 491 bought or addedQ1 26: 603 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024446482
Q3 2024448487
Q4 2024467471
Q1 2025484527
Q2 2025535497
Q3 2025462538
Q4 2025485559
Q1 2026491603

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 25 calls: $21.0mQ2 25 puts: $3.3mQ2 25P/C 0.16Q3 25 calls: $23.2mQ3 25 puts: $6.4mQ3 25P/C 0.28Q4 25 calls: $20.4mQ4 25 puts: $12.0mQ4 25P/C 0.59Q1 26 calls: $19.3mQ1 26 puts: $8.8mQ1 26P/C 0.46
Numbers
QuarterCallsPutsP/C
Q2 2025$21.0m$3.3m0.16
Q3 2025$23.2m$6.4m0.28
Q4 2025$20.4m$12.0m0.59
Q1 2026$19.3m$8.8m0.46

Biggest buyers

FIFTH THIRD BANCORP Added +504,045+504.0k
BANK OF AMERICA CORP /DE/ Added +240,695+240.7k
UBS Group AG Added +228,752+228.8k
FMR LLC Added +215,618+215.6k
Millburn Ridgefield LLC /DE/ Added +179,128+179.1k
Catalyst Capital Advisors LLC Added +179,128+179.1k
Empower Advisory Group, LLC Added +135,222+135.2k
Gotham Asset Management, LLC Added +119,974+120.0k
US BANCORP \DE\ Added +116,249+116.2k
CAPTRUST FINANCIAL ADVISORS Added +114,867+114.9k

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -1,124,576-1.1m
TIAA TRUST, NATIONAL ASSOCIATION Reduced -638,491-638.5k
BlackRock, Inc. Reduced -578,721-578.7k
ALLSTATE CORP Reduced -525,586-525.6k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -455,154-455.2k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Reduced -449,000-449.0k
HSBC HOLDINGS PLC Reduced -319,215-319.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -224,704-224.7k
GOLDMAN SACHS GROUP INC Reduced -215,876-215.9k
ARGENT CAPITAL MANAGEMENT LLC Sold out -199,085-199.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $11.4m32.0k shares
JANE STREET GROUP, LLC Added $4.4m12.2k shares
CITADEL ADVISORS LLC Added $3.5m9.9k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $4.0m11.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.0m8.5k shares
JANE STREET GROUP, LLC Reduced $1.8m5.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 1.75% of their portfolio DES PERES, MO 10,453,37910.5m $3.6bn $3.6bn 1.75% Reduced -1.1m -1,124,576
2 FMR LLC 0.19% of their portfolio BOSTON, MA 10,059,81010.1m $3.6bn $3.6bn 0.19% Added +215.6k +215,618
3 BANK OF AMERICA CORP /DE/ 0.13% of their portfolio CHARLOTTE, NC 5,155,5855.2m $1.8bn $1.8bn 0.13% Added +240.7k +240,695
4 ENVESTNET ASSET MANAGEMENT INC 0.41% of their portfolio Berwyn, PA 4,343,2424.3m $1.5bn $1.5bn 0.41% Reduced -224.7k -224,704
5 M&T Bank Corp 3.42% of their portfolio BUFFALO, NY 2,799,4232.8m $998.2m $998.2m 3.42% Reduced -31.6k -31,609
6 NORTHERN TRUST CORP 0.13% of their portfolio CHICAGO, IL 2,658,5252.7m $947.9m $947.9m 0.13% Reduced -33.2k -33,241
7 LPL Financial LLC 0.24% of their portfolio FORT MILL, SC 2,536,7122.5m $904.5m $904.5m 0.24% Added +85.7k +85,699
8 PNC Financial Services Group, Inc. 0.48% of their portfolio Pittsburgh, PA 2,329,5452.3m $830.6m $830.6m 0.48% Added +32.1k +32,054
9 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 2,029,7852.0m $723.7m $723.7m 0.04% Reduced -60.1k -60,090
10 Focus Partners Wealth 0.77% of their portfolio ST LOUIS, MO 1,932,9561.9m $689.4m $689.4m 0.77% Reduced -22.2k -22,249
11 Millburn Ridgefield LLC /DE/ 12.59% of their portfolio New York, NY 1,641,7331.6m $585.4m $585.4m 12.59% Added +179.1k +179,128
12 Catalyst Capital Advisors LLC 10.91% of their portfolio San Juan, PR 1,641,7331.6m $585.4m $585.4m 10.91% Added +179.1k +179,128
13 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,638,4201.6m $584.2m $584.2m 0.01% Reduced -578.7k -578,721
14 WELLS FARGO & COMPANY/MN 0.11% of their portfolio SAN FRANCISCO, CA 1,579,9241.6m $563.3m $563.3m 0.11% Reduced -31.4k -31,381
15 JOHNSON INVESTMENT COUNSEL INC 4.09% of their portfolio Cincinnati, OH 1,419,5621.4m $506.2m $506.2m 4.09% Added +16.3k +16,281
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.30% of their portfolio MILWAUKEE, WI 1,380,1051.4m $492.1m $492.1m 0.30% Added +57.9k +57,860
17 BOKF, NA 7.02% of their portfolio TULSA, OK 1,287,0181.3m $458.9m $458.9m 7.02% Reduced -10.1k -10,131
18 CAPTRUST FINANCIAL ADVISORS 0.80% of their portfolio RALEIGH, NC 1,279,8211.3m $456.3m $456.3m 0.80% Added +114.9k +114,867
19 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 1,266,4511.3m $439.0m $439.0m 0.03% Reduced -76.4k -76,444
20 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 1,168,7471.2m $416.7m $416.7m 0.05% Reduced -215.9k -215,876
21 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,138,3831.1m $405.9m $405.9m 0.07% Added +228.8k +228,752
22 Pathstone Holdings, LLC 1.58% of their portfolio ENGLEWOOD, NJ 1,112,0411.1m $396.5m $396.5m 1.58% Added +2.5k +2,524
23 US BANCORP \DE\ 0.39% of their portfolio MINNEAPOLIS, MN 892,182892.2k $318.1m $318.1m 0.39% Added +116.2k +116,249
24 FIFTH THIRD BANCORP 0.55% of their portfolio CINCINNATI, OH 849,980850.0k $303.1m $303.1m 0.55% Added +504.0k +504,045
25 Cerity Partners LLC 0.40% of their portfolio NEW YORK, NY 800,125800.1k $285.3m $285.3m 0.40% Added +55.1k +55,090
26 National Mutual Insurance Federation of Agricultural Cooperatives 2.17% of their portfolio TOKYO, JAPAN, M0 791,000791.0k $282.0m $282.0m 2.17% Unchanged
27 MERCER GLOBAL ADVISORS INC /ADV 0.41% of their portfolio DENVER, CO 784,742784.7k $279.8m $279.8m 0.41% Reduced -7.8k -7,775
28 Legacy Wealth Management, LLC 14.73% of their portfolio MEMPHIS, TN 708,202708.2k $252.5m $252.5m 14.73% Reduced -2.3k -2,273
29 Capstone Financial Advisors, Inc. 12.41% of their portfolio DOWNERS GROVE, IL 646,320646.3k $230.5m $230.5m 12.41% Reduced -2.7k -2,713
30 Creative Planning 0.16% of their portfolio OVERLAND PARK, KS 642,293642.3k $229.0m $229.0m 0.16% Reduced -15.0k -15,045
31 Pinnacle Financial Partners, Inc. 1.66% of their portfolio ATLANTA, GA 609,704609.7k $217.4m $217.4m 1.66% Added +16.8k +16,768
32 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 592,068592.1k $211.1m $211.1m 0.07% Reduced -39.3k -39,321
33 Mariner, LLC 0.24% of their portfolio Overland Park, KS 580,691580.7k $207.1m $207.1m 0.24% Added +33.9k +33,867
34 ALLSTATE CORP 2.11% of their portfolio NORTHBROOK, IL 552,584552.6k $197.0m $197.0m 2.11% Reduced -525.6k -525,586
35 HighTower Advisors, LLC 0.20% of their portfolio CHICAGO, IL 524,139524.1k $186.9m $186.9m 0.20% Added +43.8k +43,792
36 MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio NEW YORK, NY 521,919521.9k $186.1m $186.1m 0.14% Added +66.8k +66,790
37 IEQ CAPITAL, LLC 0.85% of their portfolio Foster City, CA 515,288515.3k $183.7m $183.7m 0.85% Added +27.6k +27,562
38 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 479,707479.7k $174.7m $174.7m 0.04% Reduced -13.8k -13,806
39 Empower Advisory Group, LLC 0.41% of their portfolio Greenwood Village, CO 442,559442.6k $157.8m $157.8m 0.41% Added +135.2k +135,222
40 TRUIST FINANCIAL CORP 0.21% of their portfolio CHARLOTTE, NC 429,657429.7k $153.2m $153.2m 0.21% Reduced -24.4k -24,422
41 RED CEDAR INVESTMENT MANAGEMENT, LLC 14.61% of their portfolio GRAND RAPIDS, MI 395,325395.3k $141.0m $141.0m 14.61% Reduced -13.9k -13,923
42 CIBC Bancorp USA Inc. 0.18% of their portfolio CHICAGO, IL 377,746377.7k $133.6m $133.6m 0.18% First filing
43 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 377,116377.1k $134.5m $134.5m 0.03% Reduced -158.1k -158,143
44 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 361,081361.1k $128.7m $128.7m 0.14% Added +8.6k +8,550
45 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 341,619341.6k $121.8m $121.8m 0.05% Added +12.3k +12,300
46 MPS Loria Financial Planners, LLC 32.07% of their portfolio Burr Ridge, IL 340,935340.9k $121.6m $121.6m 32.07% Added +7.4k +7,386
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.26% of their portfolio PLYMOUTH, MN 333,625333.6k $118.0m $118.0m 0.26% Reduced -175.0k -174,969
48 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 325,497325.5k $116.1m $116.1m 0.07% Reduced -319.2k -319,215
49 Waverly Advisors, LLC 0.85% of their portfolio BIRMINGHAM, AL 319,023319.0k $113.8m $113.8m 0.85% Reduced -7.5k -7,546
50 NorthRock Partners, LLC 1.72% of their portfolio MINNEAPOLIS, MN 298,262298.3k $106.3m $106.3m 1.72% Reduced -504 -504
51 Arbor Investment Advisors, LLC 13.51% of their portfolio WINSTON SALEM, NC 290,982291.0k $103.8m $103.8m 13.51% Reduced -185 -185
52 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.37% of their portfolio CHARLOTTE, NC 272,506272.5k $97.2m $97.2m 0.37% First filing
53 Lido Advisors, LLC 0.38% of their portfolio Los Angeles, CA 272,499272.5k $97.2m $97.2m 0.38% Reduced -9.4k -9,377
54 Johns Hopkins University 6.83% of their portfolio BALTIMORE, MD 264,479264.5k $94.3m $94.3m 6.83% Unchanged
55 COMMERCE BANK 0.46% of their portfolio KANSAS CITY, MO 263,864263.9k $94.1m $94.1m 0.46% Added +66.6k +66,626
56 AMG National Trust Bank 2.01% of their portfolio GREENWOOD VILLAGE, CO 260,127260.1k $92.8m $92.8m 2.01% Added +20.3k +20,258
57 TIAA Wealth Investment Management LLC 0.66% of their portfolio New York, NY 250,382250.4k $86.8m $86.8m 0.66% First filing
58 Winthrop Advisory Group LLC 7.27% of their portfolio BOSTON, MA 249,440249.4k $88.9m $88.9m 7.27% Added +1.6k +1,607
59 McKinley Carter Wealth Services, Inc. 5.09% of their portfolio WHEELING, WV 247,303247.3k $88.2m $88.2m 5.09% Reduced -5.4k -5,404
60 Baird Financial Group, Inc. 0.13% of their portfolio MILWAUKEE, WI 229,201229.2k $81.7m $81.7m 0.13% Reduced -3.0k -3,029
61 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 206,661206.7k $73.7m $73.7m 0.11% Added +21.4k +21,440
62 Ballentine Partners, LLC 1.02% of their portfolio Waltham, MA 206,406206.4k $73.6m $73.6m 1.02% Reduced -3.4k -3,407
63 SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio London, X0 205,438205.4k $71.2m $71.2m 0.06% Added +44.9k +44,880
64 BROWN ADVISORY INC 0.12% of their portfolio BALTIMORE, MD 203,909203.9k $72.7m $72.7m 0.12% Added +2.0k +2,035
65 COLDSTREAM CAPITAL MANAGEMENT INC 0.88% of their portfolio BELLEVUE, WA 200,572200.6k $71.5m $71.5m 0.88% Added +277 +277
66 JFS WEALTH ADVISORS, LLC 3.98% of their portfolio HERMITAGE, PA 199,371199.4k $71.1m $71.1m 3.98% Reduced -3.1k -3,063
67 BOK Financial Private Wealth, Inc. 4.21% of their portfolio DENVER, CO 195,697195.7k $69.8m $69.8m 4.21% Reduced -4.5k -4,489
68 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 192,546192.5k $68.7m $68.7m 0.06% Reduced -63.9k -63,861
69 WASHINGTON TRUST Co 2.28% of their portfolio WESTERLY, RI 189,374189.4k $67.5m $67.5m 2.28% Reduced -4.4k -4,434
70 PRINCIPAL SECURITIES, INC. 0.95% of their portfolio DES MOINES, IA 182,403182.4k $65.0m $65.0m 0.95% Added +2.7k +2,651
71 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 180,267180.3k $64.3m $64.3m 0.04% Reduced -4.7k -4,730
72 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 179,474179.5k $61.3m $61.3m 0.09% Reduced -195.0k -194,954
73 MML INVESTORS SERVICES, LLC 0.17% of their portfolio SPRINGFIELD, MA 169,884169.9k $60.6m $60.6m 0.17% Reduced -5.0k -4,978
74 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 168,512168.5k $60.1m $60.1m 0.15% Reduced -3.1k -3,103
75 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 168,327168.3k $60.0m $60.0m 0.03% Added +17.5k +17,493
76 Mason & Associates Inc 11.11% of their portfolio LOS ANGELES, CA 164,995165.0k $57.2m $57.2m 11.11% Reduced -1.6k -1,632
77 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 164,874164.9k $58.8m $58.8m 0.01% Reduced -2.7k -2,658
78 Enclave Advisors LLC 8.21% of their portfolio AUSTIN, TX 161,579161.6k $57.6m $57.6m 8.21% Reduced -651 -651
79 BRIGHTON JONES LLC 1.27% of their portfolio SEATTLE, WA 161,066161.1k $57.4m $57.4m 1.27% Reduced -5.0k -5,002
80 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 155,710155.7k $55.5m $55.5m 0.08% Reduced -30.7k -30,708
81 Hippocratic Financial Advisors, LLC 23.96% of their portfolio WESTLAKE VILLAGE, CA 153,195153.2k $54.6m $54.6m 23.96% Added +12.7k +12,698
82 Napier Financial, LLC 12.46% of their portfolio BRAINTREE, MA 152,330152.3k $54.3m $54.3m 12.46% Reduced -212 -212
83 Equitable Holdings, Inc. 0.49% of their portfolio NEW YORK, NY 150,714150.7k $76.2m $76.2m 0.49% Added +3.1k +3,109
84 Clearstead Advisors, LLC 0.49% of their portfolio CLEVELAND, OH 149,294149.3k $53.2m $53.2m 0.49% Added +70.4k +70,352
85 Envestnet Portfolio Solutions, Inc. 0.29% of their portfolio BERWYN, PA 146,636146.6k $52.3m $52.3m 0.29% Reduced -57.6k -57,565
86 Beacon Pointe Advisors, LLC 0.28% of their portfolio NEWPORT BEACH, CA 146,399146.4k $52.2m $52.2m 0.28% Added +31.3k +31,266
87 CHOREO, LLC 0.62% of their portfolio ROCKFORD, IL 141,727141.7k $50.5m $50.5m 0.62% Reduced -1.7k -1,747
88 JT Stratford LLC 6.35% of their portfolio GAINESVILLE, GA 140,000140.0k $49.9m $49.9m 6.35% Added +690 +690
89 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 138,445138.4k $49.4m $49.4m 0.09% Reduced -13.7k -13,681
90 NIXON PEABODY TRUST CO 3.72% of their portfolio BOSTON, MA 131,275131.3k $46.8m $46.8m 3.72% Added +16.4k +16,390
91 Conservest Capital Advisors, Inc. 4.21% of their portfolio WYNNEWOOD, PA 130,159130.2k $46.4m $46.4m 4.21% Reduced -4.6k -4,556
92 Wealthfront Advisers LLC 0.10% of their portfolio Palo Alto, CA 129,164129.2k $46.1m $46.1m 0.10% Added +13.9k +13,859
93 Gotham Asset Management, LLC 0.14% of their portfolio NEW YORK, NY 127,789127.8k $45.6m $45.6m 0.14% Added +120.0k +119,974
94 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 125,398125.4k $44.7m $44.7m 0.16% Reduced -294 -294
95 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.71% of their portfolio BOSTON, MA 124,298124.3k $44.3m $44.3m 0.71% Unchanged
96 Keel Point, LLC 2.96% of their portfolio HUNTSVILLE, AL 123,959124.0k $44.2m $44.2m 2.96% Added +168 +168
97 DT Investment Partners, LLC 3.67% of their portfolio CHADDS FORD, PA 123,821123.8k $44.1m $44.1m 3.67% Added +4.6k +4,590
98 Jordan Park Group LLC 2.34% of their portfolio SAN FRANCISCO, CA 123,264123.3k $44.0m $44.0m 2.34% Reduced -5.2k -5,169
99 Trust Co 4.10% of their portfolio MANHATTAN, KS 122,783122.8k $43.8m $43.8m 4.10% Added +664 +664
100 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 122,120122.1k $43.5m $43.5m 0.04% Added +50.8k +50,760